2015/04/13 第188期

最终所有恐龙都会灭绝

500 startups的创始人Dave McClure写的。文章用Dinosaur(恐龙)指代岌岌可危的已经上市的大公司。他认为,这些恐龙公司会以很快的速度灭绝,因为:这些公司不创新、招不到牛逼的技术人才、不懂互联网营销。

"most public companies have not taken to heart how absolutely mission-critical software technology & internet marketing have become to business competitiveness. Thus, almost every Dinosaur Company is extremely vulnerable to a Startup Unicorn eating their lunch"

拥抱开源软件、拥抱开放标准

作者是Randy Terbush,Apache HTTPd最初的开发者之一、Apache基金会发起者之一。

为何当初Apache HTTPd要开源、而不是走上商业化的道路?

"At least for me, (and I am pretty sure the same holds for my Apache web server colleagues), we had all been participating in the volunteer effort of creating critical pieces of computer software technology through this same process that later became known as Open Source, so the decision to find like minded individuals and start the process of building a better HTTP web server was standard operating procedure in that point of our young careers. I know I didn't really consider any other path for obtaining this core Internet technology. I am confident that my peers didn't either ... it was important for the future of the internet to make sure that it was easy for companies to use a standards compliant HTTP protocol stack in their products in order to assure that service communications on the internet were reliable and compatible."

今年也是Apache HTTPd的20周岁。

Craigslist面临来自垂直市场类app的威胁

理论上,Craigslist上的每个版面都能成为一个单独的app、单独的公司,如下图所示。

尽管Craigslist的访问量略有下降(2013年的全球27位 vs 现在的全球41位),但一时半会儿也是不会有太大问题的,各种垂直市场类的app也还是要仰仗Craigslist的。比如:Airbnb早年也是要依赖Craigslist来做营销;Uber/Lyft之类的公司每年也是要花个好几百万在Craigslist上招司机

 

数以百万的facebook用户不知道他们正在使用互联网

世界上还没开始上网的人远比已经上网的人多,尤其是发展中国家。刚开始上网的人如果一直都只用一个线上服务(facebook),他们就会以为互联网就是facebook。

文章以印尼和尼日利亚为例,数以百万的facebook用户压根不知道他们在上网。他们中的许多人,从来不会点开facebook里的外部链接。Facebook COO Sheryl Sandberg说,很多发展中国家的人走进手机店,直接说“我要用facebook”。一些国家有那种很便宜的只能上facebook的data plan,比如印度有facebook-only的一年$2.5的data plan。

看来Facebook的internet.org这步棋走得很对。

优秀的Uber for X应该是有许多回头客的

Hunter Walk举了他投资的UpCounsel(uber for lawyers)为例,该公司每月赚的钱有50%来自回头客。

Uber for X的公司的交易更多的是transactional的,而不是像SaaS那样靠订阅的。但好的Uber for X所提供的marketplace应该是像SaaS那样,有一堆回头客。前面推荐过的【分析Etsy的S-1】里提到,即将上市的Etsy有78%的销售来自回头客。